Clive Fernando
Staten Island
Summary
Dynamic VP Wellness Consultant at PNC Bank NA with a proven track record of generating over $6MM in revenue through strategic client acquisition and consultative outreach. Expert in Salesforce and regulatory compliance, I excel in training and mentoring teams to exceed sales goals while fostering strong client relationships.
Overview
21
21
years of professional experience
Work History
VP, Organizational Financial Wellness
PNC Bank NA
East Brunswick, NJ
10.2017 - Current
- Facilitated acquisition efforts across 23 branches, tracking pipeline progress and resolving escalations.
- Generated over 120% in new revenue, achieving $6MM+ from financial API contracts and deposit growth through consultative outreach.
- Conducted onboarding and CRM training for regional teams while mentoring junior staff during performance reviews.
- Coordinated client meetings across various time zones and managed workflows for complaint resolution.
- Collaborated with internal stakeholders to ensure adherence to federal and corporate compliance standards.
- Performed margin impact analysis and developed fee modeling related to product adoption.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
Relationship Manager
Bank of America
New York, NY
12.2013 - 04.2017
- Achieved $4MM+ deposit growth through proactive outreach and product education.
- Maintained zero controllable losses; supported lending conversations under banking guidelines.
- Led onboarding and training of new hires on CRM platforms and customer engagement strategies.
- Executed campaign lead calling and behavioral tracking; trained peers on digital banking tools.
- Supported client onboarding and retention through consistent service delivery.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
Director Sales and Business Development
MavenMagnet
New York, NY
11.2012 - 09.2013
- Closed 120%+ ARR growth in SaaS contracts; onboarded clients to market research platforms.
- Delivered consultative proposals and coordinated cross-functional support for financial services firms.
- Maintained CRM hygiene and tracked client engagement metrics.
- Start-up Cloud based software technology for market research
- Developed and executed strategic initiatives to enhance stakeholder engagement and drive organizational growth.
- Led high-performing teams, fostering a culture of collaboration and accountability to achieve ambitious targets.
Director Sales and Marketing
Messagemind, Inc.
New York
03.2009 - 10.2012
- Closed $3MM+ in SaaS contracts with financial institutions; supported compliance and risk teams.
- Managed service escalations and coordinated client meetings with briefing documentation.
- Maintained CRM hygiene and tracked client engagement metrics.
- Trained client teams on platform workflows and digital enablement.
- Start-up cloud based (SaaS) enterprise software messaging and collaboration solution
- Engaged with clients to understand their needs and ensure satisfaction with service delivery.
- Established key performance indicators to assess team performance and support continuous improvement.
- Collaborated with executive leadership to define organizational goals and align team objectives accordingly.
Director Strategic Relationship Management
Fidelity Travel Management Corp. (FTM)
New York, NY
06.2008 - 02.2009
- Oversaw $12MM+ in global accounts; drove 25% YoY growth.
- Reclaimed JPMorgan Chase account, adding $1MM in new revenue.
- Led contract renewals and satisfaction initiatives; supported BCP efforts for client retention.
- Managed services division of Fidelity Investments
- Enhanced stakeholder engagement through targeted outreach programs, boosting client satisfaction scores by 20%.
- Orchestrated cross-departmental collaborations to drive process improvements, fostering a culture of innovation and accountability.
- Managed resource allocation effectively, ensuring optimal deployment of staff and technology to meet client needs.
- Fostered relationships with key clients through personalized engagement strategies, leading to a 20% increase in repeat business.
Business Development Manager
Bureau Van Dijk Electronic Publishing, (Moody’s Analytics)
New York, NY
12.2006 - 05.2008
- Secured $2MM+ in SaaS contracts with banks and investment firms.
- Delivered product education and supported onboarding of digital tools.
- Maintained compliance with client-specific regulatory frameworks.
- SaaS and EDI based market data services
- Developed tailored business proposals to address client needs and drive revenue growth.
- Executed lead generation strategies that increased the sales pipeline by 30%.
- Conducted market analysis to identify emerging trends and potential business opportunities.
- Managed client onboarding processes, ensuring seamless integration of services and tools.
- Facilitated presentations and product demonstrations to stakeholders and prospective clients.
- Analyzed competitor offerings to inform strategic positioning and sales tactics.
- Led negotiations on contract terms and pricing to maximize profitability and client satisfaction.
Customer Relationship Manager, Business Development Group
Telelogic n.a.,(IBM)
New York, NY
01.2005 - 09.2006
- Managed $4MM+ in governance platform licenses for financial clients.
- Provided training and support for digital product usage and self-service enablement.
- Supported audit teams and ensured accurate service delivery.
- Enterprise Software applications company for systems architecture and business modeling
- Analyzed business performance data and forecasted business results for upper management.
- Prepared and presented regular reports on customer relationship activities and outcomes to senior management.
- Coordinated with sales and marketing teams to align customer relationship strategies with business goals.
- Managed a portfolio accounts, consistently meeting or exceeding retention and growth targets.
- Analyzed customer interaction patterns to identify trends and opportunities for upselling.
- Negotiated contract renewals and upsells, contributing to sustained revenue growth.
Education
B.B.A. - Marketing Management, Computer Science
Baruch College
New York, NYSkills
- Salesforce and Tableau
- Digital banking systems
- Training and mentoring
- Banking operations
- Product knowledge
- Client acquisition strategies
- Regulatory compliance
- Microsoft Office suite
- Zoom and WebEx
Timeline
VP, Organizational Financial Wellness
PNC Bank NA
10.2017 - Current
Relationship Manager
Bank of America
12.2013 - 04.2017
Director Sales and Business Development
MavenMagnet
11.2012 - 09.2013
Director Sales and Marketing
Messagemind, Inc.
03.2009 - 10.2012
Director Strategic Relationship Management
Fidelity Travel Management Corp. (FTM)
06.2008 - 02.2009
Business Development Manager
Bureau Van Dijk Electronic Publishing, (Moody’s Analytics)
12.2006 - 05.2008
Customer Relationship Manager, Business Development Group
Telelogic n.a.,(IBM)
01.2005 - 09.2006
B.B.A. - Marketing Management, Computer Science
Baruch College